Fairman Group’s Williams Companies WMB Stock Holding History

Fairman Group’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.22K	Sell	58 -725	-93%	-$50.2K	﹤0.01%	213
2025 Q4	$47.1K	Buy	783 +58	+8%	+$3.51K	0.04%	104
2025 Q3	$45.9K	Hold	725	–	–	0.04%	108
2025 Q2	$45.5K	Hold	725	–	–	0.04%	105
2025 Q1	$48.7K	Sell	725 -175	-19%	-$10K	0.04%	98
2024 Q4	$48.7K	Hold	900	–	–	0.04%	108
2024 Q3	$41.1K	Hold	900	–	–	0.04%	119
2024 Q2	$38.3K	Hold	900	–	–	0.04%	121
2024 Q1	$35.1K	Hold	900	–	–	0.03%	114
2023 Q4	$31.3K	Buy	+900	New	+$31.6K	0.03%	128

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fairman Group's WMB Position: Q1 2026 in Review

Fairman Group reduced its Williams Companies (WMB) stake by 93% in Q1 2026, selling an estimated $50.2K and leaving 58 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Fairman Group first reported a position in WMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $48.7K in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Fairman Group held 58 shares of Williams Companies worth $4.22K as of Q1 2026.
Fairman Group sold 725 Williams Companies shares in Q1 2026, an estimated $50.2K.
Williams Companies made up ﹤0.01% of Fairman Group's portfolio in Q1 2026, its #213 holding.
Fairman Group first reported a position in Williams Companies in Q4 2023 and has held it in 10 quarters since.
Fairman Group's Williams Companies position peaked at $48.7K in Q1 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Fairman Group's 13F filing for Q1 2026, filed 23 Apr 2026.